Filed November 22, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,541 | $56,431-26.4% | $130,788-68.2% | $87,485-52.5% |
| Participation rate | 59.6% | 58.9%+0.6pp | 70.1%-10.5pp | 68.9%-9.4pp |
| Annual return | 16.70% | 91.27%-74.6pp | 386.44%-369.7pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,259 | $1,549-18.7% | $3,558-64.6% | $2,596-51.5% |
| Participant deferral / active EE | $3,438 | $2,749+25.0% | $4,137-16.9% | $4,274-19.6% |
| Admin fee / account holder | $6,267 | $4,433+41.4% | $6,673-6.1% | $7,775-19.4% |